Financial Insights
SDOG icon

Financial Insights’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Financial Insights’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-750
Closed -$39.7K – 193
2021
Q2 		$39.7K Buy
+750
New +$40.3K 0.03% 175
2019
Q2 		– Sell
-120,705
Closed -$5.34M – 66
2019
Q1 		$5.34M Buy
120,705
+21
+0% +$890 5.56% 7
2018
Q4 		$5.14M Buy
+120,684
New +$5.22M 5.74% 6

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Insights's SDOG Position: Q3 2021 in Review

Financial Insights sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2021, closing a stake of 750 shares — an estimated $39.7K sold.

Financial Insights first reported a position in SDOG in Q4 2018 and held it in 3 quarters. The position peaked at $5.34M in Q1 2019. 129 funds tracked by Wall St. Rank hold SDOG as of Q3 2021.

  • Financial Insights reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 750 ALPS Sector Dividend Dogs ETF shares in Q3 2021, an estimated $39.7K.
  • Financial Insights first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2018 and held it in 3 quarters.
  • Financial Insights's ALPS Sector Dividend Dogs ETF position peaked at $5.34M in Q1 2019.
  • 129 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.